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Technical Assistant

Hours: 8:30-5:00 Local Time

Compensation: Based on Experience 

Summary:
USG is a national wholesale/brokerage for hard to place commercial insurance coverages. This position works in close support and on behalf of the Producer/Broker providing assistance where necessary to maintain a professional work product and relationship with our carriers, retail agents, and Producer/Broker(s). Prior insurance industry experience is required.

This position will assist or be a member of one or more Production teams; responsible for tasks as assigned by a Senior Production Assistant, Executive Production Assistant, Production Assistant, or designated Producer/Broker(s) including, but not limited to: those tasks related to policy maintenance or submissions, communication with agents or carriers, and data entry work to prepare submissions.

Responsibilities Include:

  • Requesting renewal application specifications from retail agent, summarize completed applications along with exposures, loss history, target pricing and submit to brokerage carriers for quotation.
  • Prepare and record all required information needed to bind and invoice accounts.
  • Type mid-term money endorsement/cancellation and audit requests.
  • Provide timely and accurate customer service to retail agents.
  • Perform in a manner that will prevent errors and omissions.
  • Consistently demonstrate a professional, positive, team-oriented attitude while performing job duties.
  • Provide technical and administrative assistance required to support the attainment of stated office-wide objectives in conjunction with service standards.
  • Policy reviews prior to servicing final copy to agent and carrier.
  • Inspection reviews to determine discrepancies that may influence rate or coverage.
  • Other duties as assigned.

Qualifications:

  • 1-3 years of prior insurance experience, past experience should include wholesale brokerage/MGA, retail insurance agency, or carrier experience.
  • C.I.S.R or P&C license is preferred by not mandatory.
  • Knowledge of Windows based software applications and basic typing skills.
  • Knowledge of basic P&C insurance, forms, endorsements, rating methods, and terminology.
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